Acadia Healthcare Company, Inc.
boothcheck covers Acadia Healthcare Company, Inc. (ACHC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Last year's headline loss was almost entirely bookkeeping: the FY2025 10-K reports that ⟦"we recorded non-cash impairment charges of $1,007.9 million, which is recorded in loss on impairment"⟧, a write-down of the value assigned to past acquisitions rather than money leaving the business. • The operating business behind that charge is still growing slowly, with revenue up 5.0% to $3,312.8 million in fiscal 2025 and same-facility revenue up 4.9%, while same-facility other operating expenses cli
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285 institutional managers reported holding ACHC in 13F filings for the quarter ended 2026-03-31. 84 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 20.3M shares were sold short as of the 2026-06-15 count, about 22% of shares outstanding (8.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ACHC's share count grew 1.9% over the past five years even with $50.03M spent on repurchases. It pays no dividend. Cash returned over the past three years: $50.03M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ACHC over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ACHC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-07-29 | +3.6% | -5.7% |
| 2022-11-03 | -3.4% | +5.4% |
| 2023-04-28 | -1.3% | +10.2% |
| 2023-07-29 | +7.8% | -11.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ACHC's latest 8-K filings: 2026-07-28 (items 2.02, 7.01, 9.01); 2026-05-18 (items 8.01); 2026-05-06 (items 5.07, 9.01); 2026-04-29 (items 2.02, 7.01, 9.01); 2026-04-23 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.